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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,610 | $62,592-92.6% | $85,709-94.6% | $85,847-94.6% |
| Participation rate | 31.4% | 61.1%-29.7pp | 69.9%-38.4pp | 69.3%-37.9pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $454 | $1,755-74.1% | $2,619-82.7% | $2,565-82.3% |
| Participant deferral / active EE | $1,084 | $2,802-61.3% | $3,924-72.4% | $3,952-72.6% |
| Admin fee / account holder | $6 | $4,643-99.9% | $6,876-99.9% | $6,261-99.9% |